2014-08-15T12:30:08-05:00 2013-09-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2012-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MICHAEL VIGILANT 3342715300 2014-08-14 1 MARTY LEE P00187599 3348347660 2014-08-14 2012 2015-11-30 17:44:51Z MICHAEL VIGILANT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 6689730 0 X WWW.ASF.NET X 1991 AL TO STIMULATE, EMBRACE AND ENLIGHTEN YOUNG AND OLD THROUGHOUT THE REGION AND NATION BY PERFORMING SHAKESPEARE, CLASSICAL AND CONTEMPORARY PLAYS, SERVING AS AN EDUCATIONAL RESOURCE AND LIFELONG LEARNING CENTER AND FOSTERING THE DEVELOPMENT OF NEW WORK. 66 66 202 86 0 0 4141691 4026283 1644020 2246178 123 52 -73637 145003 5712197 6417516 0 0 0 0 4139396 4026907 0 0 376392 2405611 2323509 6545007 6350416 -832810 67100 1993412 1759517 917089 616094 1076323 1143423 THE ORGANIZATION IS A REGIONAL THEATER DEDICATED TO PROVIDING BOTH CLASSICAL AND CONTEMPORARY ARTISTIC WORKS, HEIGHTENING PUBLIC AWARENESS OF ARTISTIC ENDEAVORS AND PROMOTING AND CONTRIBUTING TO THE EDUCATIONAL RESOURCES AVAILABLE IN THESE AREAS. 0 0 5039414 2429736 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 264 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2013. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS,PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY. 5039414 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 202 0 202 1 0 0 0 0 0 1 1 0 0 0 0 X 66 66 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DEREK SCOTT 3342715323 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 DR LAURIE JEAN WEIL 1.00 X X 0 0 0 MR GORDON G MARTIN 1.00 X X 0 0 0 DR EUGENE STANALAND 1.00 X X 0 0 0 MR GENE C CRANE 1.00 X 0 0 0 MR OWEN ARONOV 1.00 X 0 0 0 MRS CAROL BALLARD 1.00 X 0 0 0 MR JERE BEASLEY 1.00 X 0 0 0 MS KAY BLOUNT 1.00 X 0 0 0 MR THOMAS A BLOUNT 1.00 X 0 0 0 MS MARIA CAMPBELL 1.00 X 0 0 0 MR ALEXANDER H CAROTHERS III 1.00 X 0 0 0 MRS LAURA M CLARK 1.00 X 0 0 0 MRS NANCY CLEVELAND 1.00 X 0 0 0 MR JOHN C COLEMAN 1.00 X 0 0 0 MR BRUCE CRAWFORD 1.00 X 0 0 0 MRS EDITH JOHNSTON CROOK 1.00 X 0 0 0 COMMISSIONER ELTON DEAN 1.00 X 0 0 0 MR DAVID DONALDSON 1.00 X 0 0 0 MRS JULIETTE DOSTER 1.00 X 0 0 0 MR C LEE ELLIS 1.00 X 0 0 0 MR PAUL FIELDS 1.00 X 0 0 0 MR COLLIN R GASTON 1.00 X 0 0 0 MR ROBERT C GRANFELDT JR 1.00 X 0 0 0 MR WYATT RUSHTON HASKELL 1.00 X 0 0 0 MR BUCKY HENSON 1.00 X 0 0 0 MR JOHN HORNSBY 1.00 X 0 0 0 MRS REBECCA L HUNTER 1.00 X 0 0 0 MR SEAN JOHNSON 1.00 X 0 0 0 MR BILLY LIVINGS 1.00 X 0 0 0 MRS JOAN B LOEB 1.00 X 0 0 0 DR GAETON LORINO 1.00 X 0 0 0 MR JAMES K LOWDER 1.00 X 0 0 0 MR PETER L LOWE SR 1.00 X 0 0 0 MS MERCERIA LUDGOOD 1.00 X 0 0 0 MR KERRY MALLORY 1.00 X 0 0 0 MR ROBERT R MCGHEE 1.00 X 0 0 0 MR JODY MCINNES 1.00 X 0 0 0 MR CLAY MCINNIS 1.00 X 0 0 0 MR ROBERT C MCMILLAN 1.00 X 0 0 0 THE HON VANZETTA MCPHERSON 1.00 X 0 0 0 MR TOM MILES 1.00 X 0 0 0 MRS JO MOORE 1.00 X 0 0 0 MRS PEGGY M MUSSAFER 1.00 X 0 0 0 MR RICAHRD E NEAL 1.00 X 0 0 0 DR DAVID NEELAND 1.00 X 0 0 0 MR MYRON PENN 1.00 X 0 0 0 MRS LINDA PUCKETT 1.00 X 0 0 0 REVEREND JUDY QUICK 1.00 X 0 0 0 MRS LEISA RATCLIFFE 1.00 X 0 0 0 MRS WINSTON WILSON REESE 1.00 X 0 0 0 MR TOBY ROTH 1.00 X 0 0 0 MR ROBERT RUNKLE 1.00 X 0 0 0 MRS LESLIE SANDERS 1.00 X 0 0 0 MR B STEPHEN SCHLOSS 1.00 X 0 0 0 DR JOHN W STEWART III 1.00 X 0 0 0 MRS MELISSA STRANGE 1.00 X 0 0 0 MAYOR TODD STRANGE 1.00 X 0 0 0 MR GALEN J THACKSTON 1.00 X 0 0 0 MRS PATTI WALLACE 1.00 X 0 0 0 MRS LISA BLACH WEIL 1.00 X 0 0 0 MR ALEX WHALEY 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR 1.00 X 0 0 0 MRS TRACY A WILLIFORD 1.00 X 0 0 0 MRS EMILY LOWDER WOOTTEN 1.00 X 0 0 0 MR NEILL S WRIGHT 1.00 X 0 0 0 MR THOMAS T ZEIMAN JR 1.00 X 0 0 0 MICHAEL VIGILANT 40.00 X 120320 0 8929 GEOFFREY SHERMAN 40.00 X 178000 0 8929 EVE LOEB 40.00 X 115018 0 3137 413338 0 20995 3 0 1 0 0 206284 1024177 822360 1973462 206284 4026283 TICKET SALES 711110 1678727 1678727 SCHOOLFEST INCOME 711110 471276 471276 EDUCATIONAL PROGRAMS 711110 96175 96175 2246178 52 52 465 465 29660 0 29660 29660 29660 77890 206284 216117 -138227 -138227 95431 56097 39334 39334 PRESERVATION FEE 711110 144224 144224 OTHER INCOME 900099 69547 69547 213771 6417516 2429736 0 -38503 317928 257662 36333 23933 3286716 2665556 366323 254837 422263 338197 68304 15762 5204 5204 58750 58750 11673 2000 9673 319860 290414 29446 216039 77133 128542 10364 439817 329863 87963 21991 91040 89513 1309 218 31862 31862 42473 29731 8495 4247 91379 73103 13707 4569 THEATER PRODUCTION EXPE 263335 263335 RENTAL EXPENSE 253152 242389 7175 3588 PRINTING AND POSTAGE 135934 97696 36690 1548 SCRIPTS AND ROYALTY EXP 100306 100306 262685 182516 74280 5889 6350416 5039414 934610 376392 502858 259131 342463 369215 120952 120812 231552 199625 3493758 2683024 795587 810734 1993412 1759517 486220 269007 430869 318201 28886 917089 616094 X 235186 0 841137 1143423 1076323 1143423 1993412 1759517 67100 0 X X 0 1 X 1 0 X 6231644 3095068 5415113 4141691 2873712 21757228 2841158 1948690 1977429 1714872 2341609 10823758 9072802 5043758 7392542 5856563 5215321 32580986 813092 667248 961355 590335 731885 3763915 0 813092 667248 961355 590335 731885 3763915 28817071 9104 27425 20586 26727 30177 114019 9104 27425 20586 26727 30177 114019 59661 -437511 -281703 -300964 -960517 283198 148370 153766 151483 736817 9365104 5279214 7129383 5753070 4944534 32471305 0.88750 0.88270 0.00350 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1021188 1050383 11571142 14263175 37269 -35223 2745403 11519818 0.16660 0.83340 0 1 1 2023324 1356061 667263 1470434 1326963 143471 810734 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS OF THE FESTIVAL AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FESTIVAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2010. AUCTION 284174 206284 77890 216117 284174 206284 77890 216117 216117 -138227 X 0 0 0 0 0 0 0 0 0 GEOFFREY SHERMAN 178000 0 0 0 0 0 0 0 8929 0 186929 0 0 0 X 14 12970 RETAIL VALUE X 172822 RETAIL VALUE X 10 18962 RETAIL VALUE X OTHER 8 1530 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LAURIE WEIL AND LISA WEIL ARE SISTERS-IN-LAW. EVE LOEB AND JOAN LOEB ARE COUSINS-IN-LAW. FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER, WHO IS RESPONSIBLE FOR SUPPLYING THE REQUIRED INFORMATION TO THE TAX PREPARER, AND THE CHIEF OPERATING OFFICER REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 15: THE PRODUCING ARTISTIC DIRECTOR NEGOTIATES HIS CONTRACT WITH THE CHAIRMAN OF THE BOARD OF ASF. THE CHIEF OPERATING OFFICER NEGOTIATES HIS CONTRACT WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ALABAMA SHAKESPEARE FESTIVAL DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) LINE 11C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0